Pension Investment Management Services

Independent Financial Adviser  200 Bath Street, Glasgow, G2 4HG
First meeting at adviser's own cost
Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Rest of world
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd November 2020
Meet our advisers
Philip Church DipPFS
Proprietor

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

What our clients say
i ma not that good with dealing with the paperwork and anything financial! Philip helps me with those technical things. An honest and trustworthy man. Harriet
Harriet Hilman, Pollokshields
I like the idea of not having to worry about financial matters. Philip takes the weight of the responsibility away from me, my late husband used to do all the finances.
Pauline Tweed, Kilmarnock
I needed someone to look after my ISA and pension plans after my husband passed away. my lawyer suggested Philip Church of Pims a firm in Glasgow. it has worked well to date.
A Boyd, Eaglesham
I retired a while back and while I had a head for figures, I never really understood pensions. I was looking for someone to translate the jargon of pensions into lay man terms. Philip did this for me some years ago and continues to this day with the ongoing running of the pension drawdown plan.
H LMcCarr, Giffnock
I have only being dealing with Philip Church for 3 years or so. Friendly, reliable and trustworthy in everything he has done for me. J H
J Harrison, Glasgow
I have been helped with my finances by Philip for over 12 years now. He explains things well and is always available should I have a question. Louise
Louise Carolan, Hamilton
About us

Providing impartial advice on pension and investment matters for over 23 years.

If you are looking for an adviser you can contact build a lasting relationship with then Philip Church could be the adviser you need.

He listens to what you and your family need and tries to build a financial plan that fits to what you need within the resources you have.

Trust has to be earned and his gentle manner has helped young and old feel at ease when making big financial decisions.

Married for over 30 years with a family, he speaks in a simple language while explaining complex financial products.

We also have a mortgage adviser , walking you through the ups and downs of your first house purchase to the complexities of equity release and buy to let loans.

Our services

Helping clients make the big financial decisions, while trying to explain it in a language they can understand.

Particularly in the retirement market where a lot of information is given by providers.

We slowly go over the options explaining the advantages and disadvantages of each option and help you make the right choice.

Established in 1993 in the pensions and investment industry , you will hopefully benefit from this wealth of knowledge.

Then we hope to see you again at the review in twelve months time with ongoing advice and building the trust over the coming years.

Where to find us
Head office address: 200 Bath Street, Glasgow, G2 4HG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 23rd November 2020

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